Technology giants like NVIDIA and AMD gathered at CES, with AI taking center stage, and chips and Siasun Robot&Automation becoming the focus.
Chips, Siasun Robot&Automation, Smart Hardware, and other themes have become focal points of attention at the exhibition, while AI has taken the "center stage", becoming the selling point emphasized by major Technology companies.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
UBS Group survey: AI applications continue to expand, and NVIDIA and Microsoft maintain their leading positions.
NVIDIA, Microsoft, and OpenAI continue to lead in the field of AI.
Express News | Samsung, SK Hynix, and Micron are all part of the RTX 50 supply chain.
Elon Musk Agrees That We've Exhausted AI Training Data
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
SK Group discusses cooperation in the field of physical AI with NVIDIA (CEO.US) CEO.
The CEO of SK Group discussed physical AI with the CEO of NVIDIA at CES.
SK Chief, Nvidia's CEO Discuss Ways to Deepen AI Efforts
Market Update: The Hong Kong stock market's Semiconductors Sector is soaring, with Semiconductor Manufacturing International Corporation rising over 5%. Institutions indicate that Semiconductors are entering a new upward cycle.
As of the time of writing, the leading company Semiconductor Manufacturing International Corporation has risen over 5%, HUA HONG SEMI has increased nearly 4%, and HG SEMI has grown about 2%.
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
A statement from Jensen Huang caused quantum concept stocks to plummet. D-Wave CEO: His view is "completely wrong."
① The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, recently stated that NVIDIA CEO Jensen Huang is "very wrong" about quantum computing; ② Previously, Huang's remarks frightened Wall Street. He indicated that it may take 15 to 30 years to bring a "very useful quantum computer" to market.
Jim Cramer Warns On 'Quantum Stories' As Stocks Plunge: 'We Need You Out Before The Froth Goes Away'
Uber Technologies, Inc. (UBER): Among The Companies That Partnered With NVIDIA This Month
The CEO of D-Wave Quantum, a quantum computing company whose value soared over eight times last year, counters that Jensen Huang's views on quantum computing are "completely wrong."
The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, stated that Jensen Huang's views on quantum computing are "completely wrong." Previously, Jensen Huang's remarks about quantum computing alarmed Wall Street, resulting in a sharp decline in related Stocks, including D-Wave.
Futu Daily Report | Will the Federal Reserve pause interest rate cuts? Meeting minutes show officials are eager to slow down the pace of rate cuts; U.S. stocks are closed today in mourning for the death of former President Carter's.
The Trump team is reportedly considering declaring a national economic emergency to implement high and widespread tariffs; Bearish surprise! A single remark from NVIDIA CEO Jensen Huang triggered a collective drop in USA quantum computing stocks.
Express News | CEO of a USA quantum computing company: Jensen Huang's view on quantum computing is "completely wrong".
Express News | HTSC: The era of physical AI has begun, and generative data is crucial.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.